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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,101 | $176,105-56.8% | $159,474-52.3% | $167,536-54.6% |
| Participation rate | 91.3% | 85.0%+6.4pp | 82.8%+8.5pp | 82.1%+9.2pp |
| Annual return | 16.52% | 331.91%-315.4pp | 263.68%-247.2pp | 478.82%-462.3pp |
| Employer contribution / active EE | $6,078 | $5,299+14.7% | $4,831+25.8% | $4,839+25.6% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,706 | $12,559-70.5% | $10,802-65.7% | $12,315-69.9% |